Independent Solutions Wealth Management’s T. Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$246K Buy
+2,165
New +$221K 0.03% 181
2026
Q1
Sell
-2,162
Closed -$221K 198
2025
Q4
$221K Buy
2,162
+140
+7% +$14.4K 0.04% 158
2025
Q3
$208K Sell
2,022
-132
-6% -$13.9K 0.04% 171
2025
Q2
$208K Buy
+2,154
New +$198K 0.04% 174
2024
Q2
Sell
-1,772
Closed -$216K 173
2024
Q1
$216K Buy
+1,772
New +$198K 0.05% 164

Other funds holding TROW

Independent Solutions Wealth Management's TROW Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in T. Rowe Price (TROW) in Q2 2026: 2,165 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in TROW as recently as Q4 2025.

Independent Solutions Wealth Management first reported a position in TROW in Q1 2024 and has held it in 5 quarters since. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Independent Solutions Wealth Management held 2,165 shares of T. Rowe Price worth $246K as of Q2 2026.
  • T. Rowe Price was a new Independent Solutions Wealth Management position in Q2 2026.
  • T. Rowe Price made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Independent Solutions Wealth Management first reported a position in T. Rowe Price in Q1 2024 and has held it in 5 quarters since.
  • 1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.